Let us help you manage your wealth today.

Call Us For Help:
National- (800) 735-1601
St. George, Utah- (435) 674-1600
SLC, Utah- (801) 901-1101

Or Email Us:

St. George
20 N Main, Ste 400
St. George, UT 84770

Salt Lake City
222 S Main St Ste 1776
Salt Lake City, UT 84101


Meet the Team

Lon Henderson
Managing Partner, Chairman of the

Hal Anderson
Managing Partner

Kim Anderson
Managing Partner, President,CEO
Lon E. Henderson Chairman of the Board
Tyler Wilkinson
Managing Partner, CFO, CCO

Clark Taylor, CFP®
Managing Partner, Wealth Management 

Tyler Finlinson, CIMA®
Managing Partner, Retirement Plan Services

Brent Moore, CIMA®
Managing Partner, Director of Business Development

Bill Wallace, CFA®
CIO & Director of Investment Research

Kelli Holmstead
Operations Manager

Shawn Woods, MBA
Senior Advisor

T.J. Adams, CFP®
Senior Advisor

Jedd Wilson
Senior Advisor

David Sentman, CFP®

Lindsey Lewis, MBA, CFP®

Ben Justice

Christie Krompel-Behunin

Jeff Leavitt

Sharon Kendall
Client Relationship

Nancy Bailey
Client Relationship

Taylor Beckwith
Client Relationship

Joyce Madsen
Executive Assistant

Jill Homer

Tara Wright
Operations Specialist

Carli Ivie
Client Relationship Manager Support

Independently Certified

Soltis Investment Advisors

Soltis Advisors is proud to be among the first investment advisors globally to successfully complete the independent certification process of CEFEX, Centre for Fiduciary Excellence. CEFEX certification independently analyzes the trustworthiness and best practice processes of investment fiduciaries.

More Information

National Recognition

See our ranking in Barron's List of America's Best Financial Advisors.

Soltis Investment Advisors
Soltis Investment Advisors

Financial Times Top 300 Registered Investment Advisors

Our Brochure

Click the image below to view our latest brochure.

Soltis Investment Advisors